PATVX Mutual Fund

PATVX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
+1.55%
3 Months
+1.38%
6 Months
+4.19%
YTD
+8.34%
1 Year
+13.45%
3 Years (annualized)
+12.98%
5 Years (annualized)
+5.76%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PATVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+8.76%
vs Peers
-0.42%

PATVX Mutual Fund Performance

PATVX performance across multiple time periods: 1-month 1.55%, YTD 8.34%, 1-year 13.45%, 3-year 12.98%, 5-year 5.76%, 10-year 8.61%.

PATVX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

PATVX vs another fund shows side-by-side returns. PATVX alternatives are available in the Mutual Fund Screener.